Every time there’s discuss of Apple making an enormous, splashy acquisition to assist catch up in AI, somebody inevitably factors out that “Apple doesn’t purchase large corporations like that”. At present, Apple CEO Tim Cook dinner provided his view: firm measurement doesn’t matter.
If the tech is true, what’s the hurt?
Throughout immediately’s Q3 2025 earnings nameCiti analyst Atif Malik requested whether or not Apple wanted to speed up its AI roadmap, regardless of traditionally not resorting to large acquisitions.
Cook dinner famous that Apple has acquired seven corporations this 12 months, though not all of them had been AI corporations. Then, he added:
“We’re very open to M&A that accelerates our roadmap. We’re not caught on a sure measurement firm. (…) we mainly ask ourselves whether or not an organization will help us speed up a roadmap. In the event that they do, then we have an interest. However we don’t have something to share particularly immediately.”
Cook dinner’s reply comes a couple of month after Bloomberg reported that Apple had held inside talks about buying AI search startup Perplexity, which reportedly simply closed a $1 billion funding spherical, pegging its worth at greater than $18 billion, and pushing any potential sale worth even larger.
An acquisition wouldn’t simply make it Apple’s largest to this point, nicely past the $3 billion Beats deal, it may arguably eclipse the mixed worth of each different acquisition Apple has ever made.
On the identical time, Morgan Stanley lately revealed a report that labeled as “misguided” the concept Apple wanted to accumulate an AI search startup.
Be it as it could, Cook dinner’s remarks immediately provided each a unique perspective, and a roadmap of corporations hoping to interrupt with Apple’s precedent: for this explicit case, if the expertise is true, Apple could also be prepared to pay a worth as huge as its personal shortcomings within the AI sport.
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